Asset Transfers Analyst

Aston Carter•Baltimore, MD

2d•$28 - $31•Onsite

About The Position

As an Asset Transfers Analyst, you will support all aspects of the account funding and asset transfer process for Private Client and Institutional clients. Your role will involve reviewing, interpreting, and validating information on client account statements to ensure successful transfer of various asset types. You will communicate with internal Client Service and Relationship Managers to obtain necessary documentation and ensure timely account funding, manage inbound requests through internal workflow systems, and navigate multiple systems and applications to process transfers and respond to evolving business needs.

Requirements

Proficiency in Microsoft Excel.
Strong analytical skills.
Excellent communication skills (both written and verbal).
Bachelor’s degree required.
Strong attention to detail and ability to work under pressure in a fast-paced environment.
Ability to manage multiple priorities with a sense of urgency.
Demonstrated professionalism and ability to handle confidential information.
Strong client-service mindset with flexibility and follow-through.

Nice To Haves

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Intermediate knowledge of Microsoft Excel and comfort working with large data sets.
Familiarity with custodian, bank, or broker transfer requirements.
Experience with systems such as Advent APX or Pega Systems.

Responsibilities

Manage inbound requests through internal workflow systems, adhering to service-level expectations and prioritizing tasks based on urgency.
Work directly with external custodians to initiate and track transfers, process gifting requests, and complete related reporting or audits.
Use sound judgment to identify issues, escalate exceptions, and communicate resolutions to stakeholders.
Collaborate with internal partners—including Legal, Compliance, Technology, and Audit—to support firm goals and ensure process alignment.
Contribute to a culture of continuous improvement by identifying control gaps and recommending enhancements to workflows or tools.
Participate in or lead departmental projects, presenting findings and updates to leadership as appropriate.